Total Accounting Support

Personal finances

Accounting services for Individuals

Manage your personal finances as a business and get them back on track in no time!

We offer you weekly, bi weekly or monthly statements to know your cash flow, see how much you’re spending and on what!

We will prepare your bank reconciliations and help you keep track of your payment due dates.

Another service we offer is income tax preparation and help with decision making such as: car lease or purchase? Rent or buy a house? Refinance now?

We will provide you different tools and reports so you are always aware of your economical situation and gain control of your personal finances. Our reports are easy to understand and we will always be available for your consultations and willing to answer all your questions.

 

Some of the tools we offer are:

Cash flows: Analysis over a period of time that will reveal your availability or lack of cash. This is the difference between cash in (income) and cash out (expenses).

Bank reconciliations: This is the process of comparing the cash balance reported by the bank with the cash balance on your records and explaining the differences (bank charges, checks in transit, etc.). After taking into account these differences the two statements should show an identical balance.

Profit and loss statement: A financial document that shows how much money (revenues) came in and how much money (expenses) was paid out. Subtracting the expenses from the revenue gives the net profit.

Income tax preparation: We will prepare your return and also be available for additional questions during the year to provide the assistance you need with your life changing events such as having a new baby, getting married, etc.

Decision making: Sometimes we have difficult choices to make that will impact our financial situation in a very significant way. Decisions such as refinancing or buying a house, buying a car or leasing might be complicated. It will be a pleasure for us to assist you with those decisions by showing you all the different scenarios adapted to your circumstances. Using the tools above (cash flows, profit and loss statements, etc.) we will present to you your current and expected economical situation and guide you throughout the whole process so your final decision is based on facts and it's the most accurate one.

 


Contact us today and see all we can do for you!

¿Eres latino? No hay problema, se habla español. ¡También a ti podemos ayudarte!

 

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Service highlights

 

>> Cash flows

>> Bank reconciliations

>> Profil & loss statement

>> Income tax preparation

>> Decision making

 

 

 

Are you ready?

Act now!

You can regain control over your personal finances!

 

Contact us today and stop worrying. We'll be glad to help you.